Helpful Financial Planning Tips

Our blog is filled with smart financial strategies to help you build a solid foundation moving forward into the future.

Coronavirus: Being prepared if money becomes tight

Coronavirus: Being prepared if money becomes tight

Corona Virus- Don't live in FEAR. Coronavirus which also is known as COVID 19 is all anyone is talking about.  From Social Media, to Cable News it has created hysteria and panic across the globe. I would not be telling the truth if it has not made me think how this...

Investment Implications of COVID 19

Investment Implications of COVID 19

Investment Implications of COVID 19 and tempting you to "Do Something"? It still is not easy listening to the news the last few weeks and watching the large swings in the Stock Market.    Obviously, the Financial Markets don't like bad news.  Does all of this make you...

Corona Virus and Managing Investor Emotions

Corona Virus and Managing Investor Emotions

Is the Corona Virus and Market Volatility tempting you to "Do Something"? It is not easy listening to the news the last couple of weeks and watching the large swings in the Stock Market.    Obviously, the Financial Markets don't like bad news.  Does all of this make...

An informed consumer of College Education- Family Portal

An informed consumer of College Education- Family Portal

With Student Loan debt surpassing $1.6 Trillion families need to be an educated consumer of a college education. The Family Portal is a step to helping families figure out how to pay for 4 years of college down to the penny.

Funding Plan Example of How to Pay for College

Funding Plan Example of How to Pay for College

See how we interactively help you plan to pay for college.    At University Financial Strategies we are focused on helping college bound families be an educated consumer of a college education.   We use the College Pre-Approval Process and can help you make smart...

How America Pays for College

How America Pays for College

We are just a couple of weeks away from FAFSA being available for Seniors in High school, so I wanted to share a couple of take aways from a research paper put out by Sallie Mae.   In the research paper it details how we are paying for college in the US.  Specifically...

How It Works Video

How It Works Video

Related ArticelsWould You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement Needs?We Help Families & Individuals Create Financial Plans For Success.Mark Kelly, CERTIFIED FINANCIAL PLANNER™We are recommended by the Dave Ramsey...

Sample Interactive Planning

Sample Interactive Planning

See how we interactively help you plan for the future     The Way We Shop For College Is All Wrong.Because most families cannot simply save enough or earn enough to write a check for college, being smarter consumers of education is imperative.In This Guide...

Junior and Sophomore Student Action Plan

Junior and Sophomore Student Action Plan

Action Plan for Juniors and Sophomores If you have a child who is in their Spring of their Sophomore Year or who is their Junior college may on be on your mind.   Perhaps it is the ton of mail you are receiving from the Colleges and Universities which is addressed to...

Talking with Your Child about College Costs

Talking with Your Child about College Costs

Don't wait to have this conversation. Choosing a college is an emotional event and paying for it can have consequences for the parent and the student.  As a parent of a college student and High School student, I can appreciate how easy it is to get swept up in the...

Solutions for College Sticker Shock

Solutions for College Sticker Shock

Solutions for College Sticker Shock   Imagine your reaction to the following scene: You return home from work one evening to discover your teenage daughter excitedly waving a letter. When you calm her down, she informs you she has just been accepted to the...

College Financial Aid: Do Your Homework

College Financial Aid: Do Your Homework

If one or more of your children will reach college age soon, you may be wondering how you will manage all the costs. For many families, a financial aid package provides some level of tuition support in the form of grants, scholarships, loans, or work-study placements....

The Best Student Loan Options

The Best Student Loan Options

It is less than 3 weeks before my oldest daughter goes off to College and every day I get some type of letter offering us ways to pay for it. The latest letter says “Figuring out how you”ll pay for college can be tough”.   They go on to say they are here to provide...

A Comprehensive Personal Financial Plan

A Comprehensive Personal Financial Plan

For people who do not have a financial plan and would like to start proactively planning for their family’s financial future and/or are about to experience a life event (ex. changing jobs, moving or retirement) that warrants a new plan. You Will Receive: One two-hour...

Why You Want A Retirement Plan In Writing

Why You Want A Retirement Plan In Writing

Are You Winging It? Setting a strategy down may help you define just what you need to do. Why You Want A Retirement Plan in Writing Many people save and invest vaguely for the future. They know they need to accumulate money for retirement, but when it comes to how...

Planning Services We Offer

Planning Services We Offer

PLANNING SERVICES WE OFFER  At University Financial Strategies, LLC. our advisors offer FEE Only services and specialize in helping individuals, and families address the financial issues that arise throughout life. Our mission is to facilitate financial wellness for...

Would You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement Needs?

We Help Families & Individuals Create Financial Plans For Success.

Mark Kelly, Certified Fee-Only Raleigh Financial Planner™

Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo

At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.

Disclaimer

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, University Financial Strategies, LLC.(referred to as "University Financial Strategies") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. University Financial Strategies, LLC.does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments.

Your use of the information is at your sole risk. Under no circumstances shall University Financial Strategies, LLC.be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if University Financial Strategies, LLC.or a University Financial Strategies, LLC.authorized representative has been advised of the possibility of such damages. In no event shall University Financial Strategies, LLC.have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.